Invoice straight from the order
Line items and prices come from the order, with exactly the discounts and tax rates that applied at the time of purchase.
Features · Order processing
Invoices that are right before they go out
Workspace creates the invoice from the order and the goods issue. Line items, prices and service period are already there, so nobody has to piece them together. Before an invoice is finalised, Workspace checks that everything is complete and shows you exactly what is still missing. If required, your customer also receives it as XRechnung.
What your billing gains
A documented date of supply
Workspace determines the date of supply and service period from deliveries and services. You only add line items by hand where there is no clear reference.
Corrections with a reference
Credit notes and cancellations are created as separate follow-up documents referring to the original invoice. Nothing is overwritten.
Customer price kept clearly separate
For project services, internal time costs stay separate from the approved customer price.
From service to invoice
Goods have been delivered or a service has been approved. Line items, prices and service period are on the order.
Workspace compiles the invoice. It determines the service period from the associated deliveries and services.
Before finalising, Workspace shows missing details and takes you straight to the right place. The clerk resolves disputed line items on the order.
The finished invoice goes as a PDF to your customer’s accounts department, together with a validated XRechnung if required.
What Workspace does for your billing
Checks before finalising
If a detail or setting is missing, you see it before finalising, with a direct route to the solution.
XRechnung included
Workspace provides a validated XRechnung alongside the PDF invoice. PDF and XML are produced together so that they match.
Billing project services cleanly
Internal time costs stay separate from the approved customer price. You prepare older services specifically for billing.
Order your accounts department will appreciate
Invoices, cancellation invoices and credit notes go to your customer’s billing contact.
You use a group to define who may see final invoices.
Invoices and their payment status remain traceable even with partial deliveries and follow-up cases. A failed finalisation remains visible and can be repeated selectively.
Workspace checks your suppliers’ invoices in XML format against the European e-invoicing standard. You see the findings on the document.
Your accounting continues to work with your tax adviser or your accounting software. We set up which details Workspace hands over as a separate project with you.
Works together with
Order handling
After goods issue, the invoice is created from the same order.
View order handlingDocuments
You maintain the invoice template, logo and texts just as for all other documents.
View documentsShipping and returns
Returns are linked to the original order; the credit note is created with a reference to the invoice.
View shipping and returnsFrequently asked questions
Can I create XRechnung invoices?
Yes. Workspace provides a validated XRechnung alongside the PDF invoice. Workspace also validates incoming e-invoices in XML format.
Where does the service period come from?
From the deliveries and services that belong to the invoice. Workspace determines it itself and tells you if evidence is missing.
What do I do if an invoice is wrong?
You create a credit note or a cancellation as a separate document referring to the original invoice. The old invoice remains unchanged.
How does Workspace work with my accounting?
Invoices are created in Workspace; posting continues with your tax adviser or in your accounting software. We set up the connection as a separate project.
Who receives the invoice?
Your customer’s billing contact. For an individual invoice, you can specify a different address if needed.
Invoices straight from the order
Show us how invoices are created at your company today. In a demo, we take you from the order to the finished invoice with XRechnung.